Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.6 M - $6.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/12/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
co-manager
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Kator, Parks, Weiser & Harris, PLLC (law firm)
LLC Distribution
$33,668
2
Kator, Parks, Weiser & Harris, PLLC (law firm) anticipated LLC distribution
$250,001 - $500,000
None (or less than $201)
3
Kator, Parks, Weiser & Harris, PLLC, Contingency and Lodestar Fee Cases
$250,001 - $500,000
None (or less than $201)
4
Kator, Parks, Weiser & Harris, PLLC capital account
None (or less than $1,001)
None (or less than $201)
5
Kator, Parks, Weiser & Harris PLLC
Guaranteed Payments
$171,275
6
IRA
6.1
American Funds Growth Fund of America
$15,001 - $50,000
None (or less than $201)
6.2
American Funds AMCAP Fund
$15,001 - $50,000
None (or less than $201)
6.3
3M Co. (MMM)
$1,001 - $15,000
None (or less than $201)
7
ROTH IRA

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
My name will be removed from the name of the firm upon my withdrawal.
4/2021
2
Washington, District of Columbia
After withdrawal but prior to starting government service, I will receive two lump-sum payments of $500,000. One payment will liquidate my equity interest in the firm and my claim to a share of the firm’s profits for services performed through the date of my withdrawal. The second payment will liquidate my interest in contingency or lodestar fee cases that I hold through the firm. My capital account is negative and no payment for the capital account is due to me at withdrawal.
4/2021
3
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
4/1999

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Kensington, Maryland
Legal services
2
Arlington, Virginia
Legal services
3
Washington, District of Columbia
Legal services
4
Washington, District of Columbia
Legal services
5
San Diego, California
Legal services
6
Washington, District of Columbia
Legal services
7
Silver Spring, Maryland
Legal services
8
Fairfax, Virginia
Legal services
9
Alexandria, Virginia
Legal services
10
Washington, District of Columbia
Legal Services

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Bullis School
Salary and Bonus
2
Westtown School Defined Contribution Retirement
2.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
2.2
CREF Stock
$15,001 - $50,000
None (or less than $201)
2.3
CREF Equity
$15,001 - $50,000
None (or less than $201)
2.4
CREF Global Equity
$1,001 - $15,000
None (or less than $201)
2.5
TIAA Real Estate
$1,001 - $15,000
None (or less than $201)
3
Bullis 401K
3.1
Vanguard Target Retirement 2030 Fund
$250,001 - $500,000
None (or less than $201)
3.2
Vanguard Target Retirement 2035 Fund
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
UTMA Account
1.1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$15,001 - $50,000
None (or less than $201)
1.2
Vanguard Small-Cap Value Index Fund Admiral Class Shares (VSIAX)
None (or less than $1,001)
None (or less than $201)
1.3
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
$1,001 - $15,000
None (or less than $201)
2
Spouse Maryland 529
2.1
Portfolio 2024
$100,001 - $250,000
None (or less than $201)
3
U.S. bank (cash)
$50,001 - $100,000
None (or less than $201)
4
Maryland 529
4.1
Portfolio 2024
$100,001 - $250,000
None (or less than $201)
5
Spouse Investment Account

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Fannie Mae
$250,001 - $500,000
2021
30 years
2
US Bank Mortgage
$250,001 - $500,000
2011
30 Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
4
19
Source was provided legal services in non-public facing confidential matter. No litigation. Identification of source may be detrimental to source. DC Bar Rule 1.6.
8
2
Paid in full on 2021.

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